Core Viewpoint - GPT-5 is expected to fully unleash OpenAI's commercialization potential by emphasizing practicality and productivity rather than solely focusing on technological breakthroughs [4] Group 1: C-end AI Products - Domestic AI products have demonstrated global competitiveness, with Chinese AI products accounting for approximately 10% of the total web monthly visits of the top 100 AI products, totaling 13.34 billion visits [5] - Three Chinese AI products that have gone overseas achieved an ARR exceeding $10 million in July: Meitu's AirBrush-AI at $37.65 million, Zuoyebang's PolyBuzz at $20.27 million, and YouCam's beauty camera at $15.94 million [5] - KLING AI, a product from 可灵, also approached $10 million ARR, reaching $9.18 million [5] Group 2: B-end Large Model Projects - In July, 574 publicly disclosed large model projects were reported, with a total value of 1.335 billion yuan, and application projects accounted for approximately 59% of the total [6] - The education sector ranked first in the number of large model projects, followed by government, telecommunications, energy, and finance [6] - The leading companies in terms of the number of awarded projects include iFLYTEK, Volcano Engine, Zhiyun, Alibaba Cloud, Tencent Cloud, and Baidu [6]
【计算机】GPT-5商业化潜力释放，AI应用生态持续繁荣——AI行业跟踪报告第62期（施鑫展/白玥）
光大证券研究·2025-08-17 00:05